林阿毛
313 Posts
林阿毛
走走停停 停停看看 看看想想. 被时代洪流裹挟的普通人 #Web3 捡破烂
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📅 2026-08-08 Daily Crypto Market Recap
I. Market Outlook
• BTC: $64,975, testing key levels
• ETH: $1,915, ETH/BTC 0.02949
• Total Market Cap: 2.21T (+1.1%)
• Tone: Calm and steady
II. Capital Flow Signals
• BTC ETF: Inflow: $98 million
• ETH ETF: Inflow: $49 million
• This week’s cumulative figures: Net inflows for 4 consecutive trading days this week. The trend looks good—BTC has already recorded $800 million in inflows in August.
• Core view: (to be filled)
III. Related Markets
• U.S. stocks: Nasdaq +1.17% / S&P +0.61%
• Related stocks: STRC is about to return to its initial rivet/starting nail price; coin crcl has moved up by about 5%.
• Commentary: spcx surged 15% on the day of its unlock—sentiment conditions are in place.
IV. Altcoin Sentiment
• Stance: There are no more than 20 altcoins worth participating in; the rest are just noise.
V. On-Chain Hot Topics
• Main battlefield: (not selected)
• Top developments: On BSC, Mars and Bi You have both maintained an uptrend. sol. robinhood both saw “golden dog” coins run out.
VI. Action Guide
• Action: Share community observations (not investment advice): One issue per week, split into 24 parts. Execute over 6 months—invest a fixed amount weekly.
— The above is not investment advice; DYOR —
I. Market Outlook
• BTC: $64,975, testing key levels
• ETH: $1,915, ETH/BTC 0.02949
• Total Market Cap: 2.21T (+1.1%)
• Tone: Calm and steady
II. Capital Flow Signals
• BTC ETF: Inflow: $98 million
• ETH ETF: Inflow: $49 million
• This week’s cumulative figures: Net inflows for 4 consecutive trading days this week. The trend looks good—BTC has already recorded $800 million in inflows in August.
• Core view: (to be filled)
III. Related Markets
• U.S. stocks: Nasdaq +1.17% / S&P +0.61%
• Related stocks: STRC is about to return to its initial rivet/starting nail price; coin crcl has moved up by about 5%.
• Commentary: spcx surged 15% on the day of its unlock—sentiment conditions are in place.
IV. Altcoin Sentiment
• Stance: There are no more than 20 altcoins worth participating in; the rest are just noise.
V. On-Chain Hot Topics
• Main battlefield: (not selected)
• Top developments: On BSC, Mars and Bi You have both maintained an uptrend. sol. robinhood both saw “golden dog” coins run out.
VI. Action Guide
• Action: Share community observations (not investment advice): One issue per week, split into 24 parts. Execute over 6 months—invest a fixed amount weekly.
— The above is not investment advice; DYOR —
📅 2026-08-07 Daily Review
1. Broad Market Tone
• BTC: $64,377, holding steady at a key level
• ETH: $1,905, ETH/BTC 0.02960
• Total market cap: 2.19T (-0.79%)
• Tone: Calm and steady
2. Liquidity Signals
• BTC ETF: Inflows: $128.69 million
• ETH ETF: Inflows: $92.15 million
• Cumulative this week: BTC and ETH have had net inflows for 3 consecutive trading days
• Core view: Investors’ preference from U.S. ETF capital
3. Related Markets
• U.S. stocks: Nasdaq -0.37% / S&P +0.15%
• Related stocks: STRC, COIN, CRCL—small, choppy price movement
• Commentary: SPCX, after a -13% pullback the day before, rose by 6 points last night and closed at $114
4. Altcoin Sentiment
• Risk warning: Nobody’s playing along—this is a mess
• Stance: There are no more than 20 altcoins worth participating in; the rest are just noise
5. On-Chain Hotspots
• Main battlefield: Other
• Top dynamic: CASHCAT went live on the Robinhood main battlefield—this really echoes that saying: Buy the expectation, sell the fact. It’s on full display. On the BSC chain too, there’s competition for on-chain share, and there’s been a slight uptick for a certain one.
• Opportunity view: Let the big chains keep competing—only then might there be chances to enter.
6. Action Guidance
• Actions: Do less, watch more—watch out for market risk.
— The above is not investment advice. DYOR —
1. Broad Market Tone
• BTC: $64,377, holding steady at a key level
• ETH: $1,905, ETH/BTC 0.02960
• Total market cap: 2.19T (-0.79%)
• Tone: Calm and steady
2. Liquidity Signals
• BTC ETF: Inflows: $128.69 million
• ETH ETF: Inflows: $92.15 million
• Cumulative this week: BTC and ETH have had net inflows for 3 consecutive trading days
• Core view: Investors’ preference from U.S. ETF capital
3. Related Markets
• U.S. stocks: Nasdaq -0.37% / S&P +0.15%
• Related stocks: STRC, COIN, CRCL—small, choppy price movement
• Commentary: SPCX, after a -13% pullback the day before, rose by 6 points last night and closed at $114
4. Altcoin Sentiment
• Risk warning: Nobody’s playing along—this is a mess
• Stance: There are no more than 20 altcoins worth participating in; the rest are just noise
5. On-Chain Hotspots
• Main battlefield: Other
• Top dynamic: CASHCAT went live on the Robinhood main battlefield—this really echoes that saying: Buy the expectation, sell the fact. It’s on full display. On the BSC chain too, there’s competition for on-chain share, and there’s been a slight uptick for a certain one.
• Opportunity view: Let the big chains keep competing—only then might there be chances to enter.
6. Action Guidance
• Actions: Do less, watch more—watch out for market risk.
— The above is not investment advice. DYOR —
S&P 500 | 7,736.52 | +1.79% | **First time above 7,700, setting a new closing record**（previous record 6/2: 7,609.78）
NASDAQ 100 | 29,733.16 | +3.32%| With 6-month high of 30,762.20&-3.3%
Dow Jones | 54,085.88 | +1.71% | Simultaneously hits new highs
Philadelphia Semiconductor | — | +6% | Palantir +20%, ARM +17%, Micron +12%, Intel/SanDisk +10% |
WTI Crude Oil | 76.28 USD | -5% | Oil plunges with the second consecutive major bearish candle
The catalyst is very clear: Microsoft and Amazon earnings “weld shut” the narrative that “AI capital expenditures can make money,” triggering a historic-scale short-covering rally in chip stocks. And the oil price collapse over two days—down 13%+—directly removed the strongest reason for the Fed to hike (inflation). But note a fact obscured by the surge: after-hours, SpaceX dropped 9%, and AMD fell 10%—better-than-expected performance still wasn’t enough; if guidance isn’t quite as good, stocks get sold. It shows that at this level, the market’s requirements for the AI narrative are already so strict that it’s “only perfect is enough.”
Bulls:
This is not just valuation expansion. Earnings are real. AWS growth is the fastest since 2021; Microsoft Azure +43%; Amazon’s market cap broke $3 trillion, becoming the best-performing of the seven mega-cap stocks this year.
This year, the seven mega-caps are up only 2.1% overall, far trailing the +13% of the broader market. Money is spreading into industrials, financials, and consumer sectors—healthy sector rotation typical of the mid-to-late stage of a bull market. Breadth is improving. Equal-weighted S&P 500 is +11.8% since the beginning of the year, outperforming market-cap-weighted’s +10.7%
The inflation tail has been cut. Oil fell from 100+ to $76. June core PCE is down to 3.3%; the probability of a rate hike at the September meeting is rapidly fading.
Bears:
Valuation has reached historical extreme levels. Using the multpl measure of 28.52x for 7/24, at 7,736 the rolling PE is about 29.7x—placing it in the top 5% range of the S&P 500’s last century of history.
The 30-year U.S. Treasury yields 5.2%, the highest since 2007. With the risk-free rate at 5.2% facing an earnings yield of 3.4% (the inverse of PE 29.7), the equity risk premium is deeply negative. This is the hardest valuation downside.
Same engine, same single point of failure. Concentration risk hasn’t been eliminated. This new high was carried by semiconductors; when chips went dark at end-June, the S&P 500 immediately fell from 7,609 to 7,316
#SPY #QQQ
NASDAQ 100 | 29,733.16 | +3.32%| With 6-month high of 30,762.20&-3.3%
Dow Jones | 54,085.88 | +1.71% | Simultaneously hits new highs
Philadelphia Semiconductor | — | +6% | Palantir +20%, ARM +17%, Micron +12%, Intel/SanDisk +10% |
WTI Crude Oil | 76.28 USD | -5% | Oil plunges with the second consecutive major bearish candle
The catalyst is very clear: Microsoft and Amazon earnings “weld shut” the narrative that “AI capital expenditures can make money,” triggering a historic-scale short-covering rally in chip stocks. And the oil price collapse over two days—down 13%+—directly removed the strongest reason for the Fed to hike (inflation). But note a fact obscured by the surge: after-hours, SpaceX dropped 9%, and AMD fell 10%—better-than-expected performance still wasn’t enough; if guidance isn’t quite as good, stocks get sold. It shows that at this level, the market’s requirements for the AI narrative are already so strict that it’s “only perfect is enough.”
Bulls:
This is not just valuation expansion. Earnings are real. AWS growth is the fastest since 2021; Microsoft Azure +43%; Amazon’s market cap broke $3 trillion, becoming the best-performing of the seven mega-cap stocks this year.
This year, the seven mega-caps are up only 2.1% overall, far trailing the +13% of the broader market. Money is spreading into industrials, financials, and consumer sectors—healthy sector rotation typical of the mid-to-late stage of a bull market. Breadth is improving. Equal-weighted S&P 500 is +11.8% since the beginning of the year, outperforming market-cap-weighted’s +10.7%
The inflation tail has been cut. Oil fell from 100+ to $76. June core PCE is down to 3.3%; the probability of a rate hike at the September meeting is rapidly fading.
Bears:
Valuation has reached historical extreme levels. Using the multpl measure of 28.52x for 7/24, at 7,736 the rolling PE is about 29.7x—placing it in the top 5% range of the S&P 500’s last century of history.
The 30-year U.S. Treasury yields 5.2%, the highest since 2007. With the risk-free rate at 5.2% facing an earnings yield of 3.4% (the inverse of PE 29.7), the equity risk premium is deeply negative. This is the hardest valuation downside.
Same engine, same single point of failure. Concentration risk hasn’t been eliminated. This new high was carried by semiconductors; when chips went dark at end-June, the S&P 500 immediately fell from 7,609 to 7,316
#SPY #QQQ
📅 2026-08-04 Daily Recap
I. Market Outlook
• Big BTC: $63,700, testing key levels
• Alt BTC 2: $1,856, ETH/BTC 0.2915
• Total Market Cap: 2.18T (+1.23%)
• Outlook: Slowly boiling a frog in warm water
II. Capital Flow Signals
• BTC ETF: Inflow: $170 million
• ETH ETF: Outflow: $11.42 million
• Cumulative for the week: In the first week of August, Big BTC stays in inflow while ETH sees a very small outflow
• Core view: Whether the Fed will hike rates in September is uncertain; capital prefers low-risk products, with U.S. Treasury yields staying high.
III. Related Markets
• U.S. stocks: Nasdaq +1.76% / S&P +1.42%
• Related equities: STRC COIN slightly up; CRCL has recently maintained a downtrend
IV. Altcoin Sentiment
• Harsh cases: No notable cases in the past 24 hours
• Stance: Better than making lump-sum trades—DCA into Big BTC; at least you can sleep at night
V. On-Chain Hotspots
• Main battlefield: Others
• Top developments: BSC’s daily sentiment is worse—basically all are “mouse accounts.” Binding trades is too sneaky. UNI HOOK V4’s underlying has bounced from the bottom by several multiples. The crypto-native innovation is still worth watching.
VI. Action Guide
• Keep an eye on: Below the 200-day moving average—stay patient; DCA is still the way
• Tactics: Do less, watch more. Not an easy investment.
— The above does not constitute investment advice; DYOR —
EUL trading赛 ends in one day.
I. Market Outlook
• Big BTC: $63,700, testing key levels
• Alt BTC 2: $1,856, ETH/BTC 0.2915
• Total Market Cap: 2.18T (+1.23%)
• Outlook: Slowly boiling a frog in warm water
II. Capital Flow Signals
• BTC ETF: Inflow: $170 million
• ETH ETF: Outflow: $11.42 million
• Cumulative for the week: In the first week of August, Big BTC stays in inflow while ETH sees a very small outflow
• Core view: Whether the Fed will hike rates in September is uncertain; capital prefers low-risk products, with U.S. Treasury yields staying high.
III. Related Markets
• U.S. stocks: Nasdaq +1.76% / S&P +1.42%
• Related equities: STRC COIN slightly up; CRCL has recently maintained a downtrend
IV. Altcoin Sentiment
• Harsh cases: No notable cases in the past 24 hours
• Stance: Better than making lump-sum trades—DCA into Big BTC; at least you can sleep at night
V. On-Chain Hotspots
• Main battlefield: Others
• Top developments: BSC’s daily sentiment is worse—basically all are “mouse accounts.” Binding trades is too sneaky. UNI HOOK V4’s underlying has bounced from the bottom by several multiples. The crypto-native innovation is still worth watching.
VI. Action Guide
• Keep an eye on: Below the 200-day moving average—stay patient; DCA is still the way
• Tactics: Do less, watch more. Not an easy investment.
— The above does not constitute investment advice; DYOR —
EUL trading赛 ends in one day.
📅 2026-08-03 Daily Review
I. Market Overview
• BTC: $62,600, testing key levels
• ETH: $1,840; ETH/BTC: 0.02945
• Total market cap: 2.15T (-1.13%)
• Tone: Slow-boiling a frog in warm water
II. Capital Flow Signals
• BTC ETF: outflow of $265M
• ETH ETF: inflow of $9M
• Core takeaway: In July, BTC inflows were $172M; ETH inflows were $365M
III. Related Markets
• US stocks: Nasdaq +0.65% / S&P 0.72%
• Related equities: COIN -10%, CRCL -2.72%, STRC: $89.46
• Commentary: The Korean stock market rebounded overall over the weekend; the storage sector was a roller coaster.
IV. Altcoin Sentiment
• Stance: Only look at the top 20 by market cap. UNI is stable; for others, don’t open the K-line charts.
V. On-Chain Hotspots
• Main front: UNI v4, enthusiasm recovering; UPEG and SATO bouncing back
• Top dynamics: On-chain activity on the BSC chain is back. Daily trading is sentiment-driven.
• Opportunity view: The RH chain has been quiet lately.
VI. Action Guide
• Keep an eye on: markets with liquidity shortages; around 50k is the bottom range
• Strategy: below the 200-day moving average, DCA remains patient
— This does not constitute investment advice; DYOR —
I. Market Overview
• BTC: $62,600, testing key levels
• ETH: $1,840; ETH/BTC: 0.02945
• Total market cap: 2.15T (-1.13%)
• Tone: Slow-boiling a frog in warm water
II. Capital Flow Signals
• BTC ETF: outflow of $265M
• ETH ETF: inflow of $9M
• Core takeaway: In July, BTC inflows were $172M; ETH inflows were $365M
III. Related Markets
• US stocks: Nasdaq +0.65% / S&P 0.72%
• Related equities: COIN -10%, CRCL -2.72%, STRC: $89.46
• Commentary: The Korean stock market rebounded overall over the weekend; the storage sector was a roller coaster.
IV. Altcoin Sentiment
• Stance: Only look at the top 20 by market cap. UNI is stable; for others, don’t open the K-line charts.
V. On-Chain Hotspots
• Main front: UNI v4, enthusiasm recovering; UPEG and SATO bouncing back
• Top dynamics: On-chain activity on the BSC chain is back. Daily trading is sentiment-driven.
• Opportunity view: The RH chain has been quiet lately.
VI. Action Guide
• Keep an eye on: markets with liquidity shortages; around 50k is the bottom range
• Strategy: below the 200-day moving average, DCA remains patient
— This does not constitute investment advice; DYOR —
In July, Bitcoin was still quite nerve-wracking but ended in the green. It followed the historical 70% chance of rising. The last night of this month was a bit unsettled, as it fell below $BTC 63000
However, historically, August has a 70% chance of falling... Sweet dreams, good night, Makarbaka
However, historically, August has a 70% chance of falling... Sweet dreams, good night, Makarbaka
📅 2026-07-31 Daily Crypto Market Review
I. Market Outlook
• BTC: $64,200, testing key levels
• ETH: $1,900, ETH/BTC 0.0296
• Total market cap: 2.2T (+0.53%)
• Outlook: calm and steady
II. Capital Flow Signals
• BTC ETF: Inflows: $233.1M
• ETH ETF: Inflows: $13.29M
• Cumulative this week: Yesterday BTC saw inflows of $200M.
• Core view: Last night was a tech-stock celebration in the US stock market.
III. Related Markets
• US stocks: Nasdaq +3.3% / S&P +1.68%
• Related stocks: MSTR, COIN, CRCL up by about 3 points
• Commentary: The Korean market opened with a 13% jump today; US storage-sector stocks also rose more than 10 points last night
IV. Altcoin Sentiment
• Harsh lesson: In the altcoin sector, UNI’s recent performance has been strong and tough—be careful of the team unloading. Refer to past market conditions.
• Stance: In a bear market, don’t call the bottom; in a bull market, don’t guess the top
V. On-Chain Hotspots
• Main battleground: Others
• Top-side developments: Keep an eye on the BSC trenches recently
• Opportunity view: CZ’s clear backing
VI. Action Guide
• Strategy: Near the 200-day moving average—DCA remains in place. Stay patient
— The above does not constitute investment advice; DYOR —
I. Market Outlook
• BTC: $64,200, testing key levels
• ETH: $1,900, ETH/BTC 0.0296
• Total market cap: 2.2T (+0.53%)
• Outlook: calm and steady
II. Capital Flow Signals
• BTC ETF: Inflows: $233.1M
• ETH ETF: Inflows: $13.29M
• Cumulative this week: Yesterday BTC saw inflows of $200M.
• Core view: Last night was a tech-stock celebration in the US stock market.
III. Related Markets
• US stocks: Nasdaq +3.3% / S&P +1.68%
• Related stocks: MSTR, COIN, CRCL up by about 3 points
• Commentary: The Korean market opened with a 13% jump today; US storage-sector stocks also rose more than 10 points last night
IV. Altcoin Sentiment
• Harsh lesson: In the altcoin sector, UNI’s recent performance has been strong and tough—be careful of the team unloading. Refer to past market conditions.
• Stance: In a bear market, don’t call the bottom; in a bull market, don’t guess the top
V. On-Chain Hotspots
• Main battleground: Others
• Top-side developments: Keep an eye on the BSC trenches recently
• Opportunity view: CZ’s clear backing
VI. Action Guide
• Strategy: Near the 200-day moving average—DCA remains in place. Stay patient
— The above does not constitute investment advice; DYOR —
📅 2026-07-30 Daily Crypto Market Recap
I. Market Tone
• BTC: $64,000, holding steady at a key level
• ETH: $1,900, ETH/BTC 0.0297
• Total market cap: 2.19T (-0.56%)
• Tone: calm and uneventful
II. Capital Flow Signals
• BTC ETF: inflow amount 32.11M USD
• ETH ETF: outflow amount 18.65M USD
• Cumulative this week: btc ends a 4-day streak of consecutive outflows
• Core judgment: U.S. tech stocks have continued falling, triggering emotion-driven FOMO.
Many crypto KOLs really lost money in this U.S. stock downturn—emotions are real, the pain is real, and rebuilding their personas is also real.
III. Related Markets
• U.S. stocks: Nasdaq -2.04% / S&P 500 -1.54%
• Related stocks: coin crcl are mostly all down by around 5 percentage points.
• Commentary: South Korea’s market is deleveraging; it’s currently down about 1%.
IV. Sentiment on Smaller Altcoins
• Stance: not as good as DCA into BTC—at least you can sleep at night
V. On-Chain Hotspots
• Main battleground: elsewhere
VI. Action Guide
• Strategy: DCA continues—stay patient. DCA BTC at the 200-week moving average.
— The above does not constitute investment advice; DYOR —
I. Market Tone
• BTC: $64,000, holding steady at a key level
• ETH: $1,900, ETH/BTC 0.0297
• Total market cap: 2.19T (-0.56%)
• Tone: calm and uneventful
II. Capital Flow Signals
• BTC ETF: inflow amount 32.11M USD
• ETH ETF: outflow amount 18.65M USD
• Cumulative this week: btc ends a 4-day streak of consecutive outflows
• Core judgment: U.S. tech stocks have continued falling, triggering emotion-driven FOMO.
Many crypto KOLs really lost money in this U.S. stock downturn—emotions are real, the pain is real, and rebuilding their personas is also real.
III. Related Markets
• U.S. stocks: Nasdaq -2.04% / S&P 500 -1.54%
• Related stocks: coin crcl are mostly all down by around 5 percentage points.
• Commentary: South Korea’s market is deleveraging; it’s currently down about 1%.
IV. Sentiment on Smaller Altcoins
• Stance: not as good as DCA into BTC—at least you can sleep at night
V. On-Chain Hotspots
• Main battleground: elsewhere
VI. Action Guide
• Strategy: DCA continues—stay patient. DCA BTC at the 200-week moving average.
— The above does not constitute investment advice; DYOR —
Thank you for watching—it's the motivation I keep going.
林阿毛
·
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📅 2026-07-29 Daily Crypto Market Recap
I. Market Overview Setting
• BTC: $64,400, testing key levels
• ETH: $1,920, ETH/BTC 0.0298
• Total market cap: $2.19T (+0.66%)
• Tone: The darkness before dawn
II. Capital Flow Signals
• BTC ETF: Outflow of $4.975B
• ETH ETF: Inflow of $1.453B
• Cumulative this week: ETH has had 2 consecutive trading days of inflows, showing stronger momentum than BTC
• Core view: U.S. stock market capital is paying more attention to spot ETH ETFs
III. Related Markets
• U.S. stocks: Nasdaq -0.97% / S&P +0.24%
• Related equities: Crypto-related stocks are not moving much intraday; overall trend remains steady
• Commentary: After SPCX broke below 110, it stabilized and rebounded to 116
IV. Altcoin Sentiment
• Stance: Not as good as regularly DCA-ing into BTC; at least you can sleep at night
V. On-Chain Hot Topics
• Main battlefield: (Not selected)
• Top update: The RH chain fast-minted a “pipedog” pipeline creature in just a few dozen minutes last night. But not many people got on
• Opportunity view: RH chain remains hot
VI. Action Guide
• Watch: Tonight after midnight—keep an eye on the Fed rate decision meeting; no trading is recommended.
• Strategy: Continue DCA into BTC
— The above does not constitute investment advice; DYOR —
I. Market Overview Setting
• BTC: $64,400, testing key levels
• ETH: $1,920, ETH/BTC 0.0298
• Total market cap: $2.19T (+0.66%)
• Tone: The darkness before dawn
II. Capital Flow Signals
• BTC ETF: Outflow of $4.975B
• ETH ETF: Inflow of $1.453B
• Cumulative this week: ETH has had 2 consecutive trading days of inflows, showing stronger momentum than BTC
• Core view: U.S. stock market capital is paying more attention to spot ETH ETFs
III. Related Markets
• U.S. stocks: Nasdaq -0.97% / S&P +0.24%
• Related equities: Crypto-related stocks are not moving much intraday; overall trend remains steady
• Commentary: After SPCX broke below 110, it stabilized and rebounded to 116
IV. Altcoin Sentiment
• Stance: Not as good as regularly DCA-ing into BTC; at least you can sleep at night
V. On-Chain Hot Topics
• Main battlefield: (Not selected)
• Top update: The RH chain fast-minted a “pipedog” pipeline creature in just a few dozen minutes last night. But not many people got on
• Opportunity view: RH chain remains hot
VI. Action Guide
• Watch: Tonight after midnight—keep an eye on the Fed rate decision meeting; no trading is recommended.
• Strategy: Continue DCA into BTC
— The above does not constitute investment advice; DYOR —
📅 2026-07-29 Daily Crypto Market Recap
I. Market Overview Setting
• BTC: $64,400, testing key levels
• ETH: $1,920, ETH/BTC 0.0298
• Total market cap: $2.19T (+0.66%)
• Tone: The darkness before dawn
II. Capital Flow Signals
• BTC ETF: Outflow of $4.975B
• ETH ETF: Inflow of $1.453B
• Cumulative this week: ETH has had 2 consecutive trading days of inflows, showing stronger momentum than BTC
• Core view: U.S. stock market capital is paying more attention to spot ETH ETFs
III. Related Markets
• U.S. stocks: Nasdaq -0.97% / S&P +0.24%
• Related equities: Crypto-related stocks are not moving much intraday; overall trend remains steady
• Commentary: After SPCX broke below 110, it stabilized and rebounded to 116
IV. Altcoin Sentiment
• Stance: Not as good as regularly DCA-ing into BTC; at least you can sleep at night
V. On-Chain Hot Topics
• Main battlefield: (Not selected)
• Top update: The RH chain fast-minted a “pipedog” pipeline creature in just a few dozen minutes last night. But not many people got on
• Opportunity view: RH chain remains hot
VI. Action Guide
• Watch: Tonight after midnight—keep an eye on the Fed rate decision meeting; no trading is recommended.
• Strategy: Continue DCA into BTC
— The above does not constitute investment advice; DYOR —
I. Market Overview Setting
• BTC: $64,400, testing key levels
• ETH: $1,920, ETH/BTC 0.0298
• Total market cap: $2.19T (+0.66%)
• Tone: The darkness before dawn
II. Capital Flow Signals
• BTC ETF: Outflow of $4.975B
• ETH ETF: Inflow of $1.453B
• Cumulative this week: ETH has had 2 consecutive trading days of inflows, showing stronger momentum than BTC
• Core view: U.S. stock market capital is paying more attention to spot ETH ETFs
III. Related Markets
• U.S. stocks: Nasdaq -0.97% / S&P +0.24%
• Related equities: Crypto-related stocks are not moving much intraday; overall trend remains steady
• Commentary: After SPCX broke below 110, it stabilized and rebounded to 116
IV. Altcoin Sentiment
• Stance: Not as good as regularly DCA-ing into BTC; at least you can sleep at night
V. On-Chain Hot Topics
• Main battlefield: (Not selected)
• Top update: The RH chain fast-minted a “pipedog” pipeline creature in just a few dozen minutes last night. But not many people got on
• Opportunity view: RH chain remains hot
VI. Action Guide
• Watch: Tonight after midnight—keep an eye on the Fed rate decision meeting; no trading is recommended.
• Strategy: Continue DCA into BTC
— The above does not constitute investment advice; DYOR —
US Crypto Regulation, Once Again Put on Pause!
The US Senate has temporarily delayed the “CLARITY Act,” prioritizing government nominations and a bill on Russia sanctions.
Note: This does not mean the bill was rejected, nor is it completely halted—it has simply been pushed out of the Senate agenda for the time being.
The US Senate has temporarily delayed the “CLARITY Act,” prioritizing government nominations and a bill on Russia sanctions.
Note: This does not mean the bill was rejected, nor is it completely halted—it has simply been pushed out of the Senate agenda for the time being.
📅 2026-07-28 Daily Crypto Market Recap
I. Market Outlook
• BTC: $63,500, breaks below the range-bound line
• ETH: $1,880, ETH/BTC 0.0297
• Total market cap: 2.17T (-2.7%)
• Outlook: The darkness before dawn
II. Capital Flow Signals
• BTC ETF: outflow of $1.164B
• ETH ETF: inflow of $923M
• Cumulative this week: This week, Ethereum ETFs are still stronger than Bitcoin
• Key Judgment: On Wednesday (7/29), the Federal Reserve decision—markets had largely been confident about a rate hike, but after the oil price crash it became uncertain. On Thursday, there will also be the initial US GDP reading (expected 2.3%). This is a dense week of events; today’s pullback is likely just a rehearsal. If there is a meaningful retracement, it will most likely be seen around Wednesday.
III. Related Markets
• US stocks: Nasdaq -0.31% / S&P 0.02
• Related stocks: The BTC pullback—crypto-related stocks are moving steadily forward
IV. Altcoin Sentiment
• Stance: Worth participating in are no more than 20 altcoins; the rest are noise
V. On-Chain Hot Topics
• Main battlefield: (not selected)
• Top developments: pons has secured the #1 spot on the RH chain launcher lineup. This week, watch whether the V2 upgrade can bring sentiment-driven FOMO
VI. Action Guide
• Strategy: DCA continues—stay patient
— The above does not constitute investment advice; DYOR —
I. Market Outlook
• BTC: $63,500, breaks below the range-bound line
• ETH: $1,880, ETH/BTC 0.0297
• Total market cap: 2.17T (-2.7%)
• Outlook: The darkness before dawn
II. Capital Flow Signals
• BTC ETF: outflow of $1.164B
• ETH ETF: inflow of $923M
• Cumulative this week: This week, Ethereum ETFs are still stronger than Bitcoin
• Key Judgment: On Wednesday (7/29), the Federal Reserve decision—markets had largely been confident about a rate hike, but after the oil price crash it became uncertain. On Thursday, there will also be the initial US GDP reading (expected 2.3%). This is a dense week of events; today’s pullback is likely just a rehearsal. If there is a meaningful retracement, it will most likely be seen around Wednesday.
III. Related Markets
• US stocks: Nasdaq -0.31% / S&P 0.02
• Related stocks: The BTC pullback—crypto-related stocks are moving steadily forward
IV. Altcoin Sentiment
• Stance: Worth participating in are no more than 20 altcoins; the rest are noise
V. On-Chain Hot Topics
• Main battlefield: (not selected)
• Top developments: pons has secured the #1 spot on the RH chain launcher lineup. This week, watch whether the V2 upgrade can bring sentiment-driven FOMO
VI. Action Guide
• Strategy: DCA continues—stay patient
— The above does not constitute investment advice; DYOR —
2026-07-27 Daily Crypto Market Recap
I. Market Outlook
• BTC: $65,220, testing key levels
• ETH: $1,966, ETH/BTC 0.03014
• Total market cap: 2.23T (up 1.44%+)
• Tone: Calm and steady
II. Capital Flow Signals
• BTC ETF: -$240.08m
• ETH ETF: -$70.62m
• Week-to-date: Last week saw BTC outflow for two consecutive trading days; Ethereum was slightly more supportive
• Core view: Many days have passed since the end of the World Cup, and US stocks have also been subdued for several sessions—so we haven’t really clearly seen money flowing from US stocks into crypto
III. Related Markets
• US stocks: Nasdaq -1.12% / S&P +0.1%
• Related equities: STRC 86.88. COIN: 158.29
IV. Altcoin Sentiment
• Stance: There are no more than 20 altcoins worth participating in; the rest are just noise
V. On-chain Hotspots
• Main battleground: (Not selected)
• Top trend: The RH chain is still maintaining its heat
VI. Action Guide
• Keep an eye on: BTC hovering near the 200-week moving average—DCA still stands.
— The above does not constitute investment advice; DYOR —
I. Market Outlook
• BTC: $65,220, testing key levels
• ETH: $1,966, ETH/BTC 0.03014
• Total market cap: 2.23T (up 1.44%+)
• Tone: Calm and steady
II. Capital Flow Signals
• BTC ETF: -$240.08m
• ETH ETF: -$70.62m
• Week-to-date: Last week saw BTC outflow for two consecutive trading days; Ethereum was slightly more supportive
• Core view: Many days have passed since the end of the World Cup, and US stocks have also been subdued for several sessions—so we haven’t really clearly seen money flowing from US stocks into crypto
III. Related Markets
• US stocks: Nasdaq -1.12% / S&P +0.1%
• Related equities: STRC 86.88. COIN: 158.29
IV. Altcoin Sentiment
• Stance: There are no more than 20 altcoins worth participating in; the rest are just noise
V. On-chain Hotspots
• Main battleground: (Not selected)
• Top trend: The RH chain is still maintaining its heat
VI. Action Guide
• Keep an eye on: BTC hovering near the 200-week moving average—DCA still stands.
— The above does not constitute investment advice; DYOR —
Bitcoin (as of July 26):
• Current price is about $64,500. This week it fell from around $66,900 to around the $64,000 level, closing slightly lower for the week
• The same period last year was $117,571, implying an annual decline of about 45%; compared with the historical high of $126,000 in October 2025, it is close to halving —49%
• Key levels: Below, $58,000–$60,000 is a support zone repeatedly tested during the year, and the 200-week moving average is around $63,125 right at your feet; above, $65,000 is near-term resistance
• Next week (early July 30 Beijing time: the Fed’s policy decision; the market expects a 70% chance of no change)
US stocks (as of the close on Friday, July 24):
• The S&P 500 closed at 7,411.98, down 0.6% for the week; still up 8.3% year to date
• The Nasdaq Composite closed at 24,975.82, down 2.1% for the week; up 7.5% year to date
• The Nasdaq 100 closed at 28,128.34, down 1.62% for the week
• Background: The situation in the Middle East has pushed up oil prices and increased risk-aversion sentiment; all three major indexes closed lower on a weekly basis
One shot, one fewer bullet. When the rebound comes, it won’t wait for you to save up money again.
• Current price is about $64,500. This week it fell from around $66,900 to around the $64,000 level, closing slightly lower for the week
• The same period last year was $117,571, implying an annual decline of about 45%; compared with the historical high of $126,000 in October 2025, it is close to halving —49%
• Key levels: Below, $58,000–$60,000 is a support zone repeatedly tested during the year, and the 200-week moving average is around $63,125 right at your feet; above, $65,000 is near-term resistance
• Next week (early July 30 Beijing time: the Fed’s policy decision; the market expects a 70% chance of no change)
US stocks (as of the close on Friday, July 24):
• The S&P 500 closed at 7,411.98, down 0.6% for the week; still up 8.3% year to date
• The Nasdaq Composite closed at 24,975.82, down 2.1% for the week; up 7.5% year to date
• The Nasdaq 100 closed at 28,128.34, down 1.62% for the week
• Background: The situation in the Middle East has pushed up oil prices and increased risk-aversion sentiment; all three major indexes closed lower on a weekly basis
One shot, one fewer bullet. When the rebound comes, it won’t wait for you to save up money again.
A: What to keep an eye on today:
Be sure to focus on the $58,200 support trench and the countdown to the July FOMC meeting
B: ✅ Dollar-cost averaging as scheduled (BTC in the $58K-$60K range is a key support zone for the year)
❌ Don’t touch altcoins (unlocking sell pressure + liquidity depletion—this is not the right time)
⏸️ Wait for signals (a reversal in ETF outflows +)
C: Where does the money go? Part goes into U.S. Treasuries/cash for risk-off, and part gets pulled into AI tech stocks (even though tech stocks also crashed last night). The rest is playing a hit-and-run game in on-chain meme coins. The real big money is still watching from the sidelines, waiting for the July FOMC meeting and regulatory clarity.
D: Nasdaq 100
▼ 1.9%, the seven tech giants wiped out $797 billion in a single day, the biggest drop since April 2025
S&P 500
▼ 1.2%, dragged down by tech stocks, overall risk appetite cools
Crypto-related equities:
• MicroStrategy (MSTR): As BTC chops, the stock price is highly tied to the coin’s price
• Coinbase (COIN): Pressure during periods of shrinking trading volumes, but the compliance “moat” remains
• Circle (CRCL): USDC circulating supply is key—institutional target price $250 (bullish) vs $65 (bearish); there’s a huge divide
Remember: the best traders don’t need to nail the exact bottom—they need a repeatable process to spot changes in probabilities.
Be sure to focus on the $58,200 support trench and the countdown to the July FOMC meeting
B: ✅ Dollar-cost averaging as scheduled (BTC in the $58K-$60K range is a key support zone for the year)
❌ Don’t touch altcoins (unlocking sell pressure + liquidity depletion—this is not the right time)
⏸️ Wait for signals (a reversal in ETF outflows +)
C: Where does the money go? Part goes into U.S. Treasuries/cash for risk-off, and part gets pulled into AI tech stocks (even though tech stocks also crashed last night). The rest is playing a hit-and-run game in on-chain meme coins. The real big money is still watching from the sidelines, waiting for the July FOMC meeting and regulatory clarity.
D: Nasdaq 100
▼ 1.9%, the seven tech giants wiped out $797 billion in a single day, the biggest drop since April 2025
S&P 500
▼ 1.2%, dragged down by tech stocks, overall risk appetite cools
Crypto-related equities:
• MicroStrategy (MSTR): As BTC chops, the stock price is highly tied to the coin’s price
• Coinbase (COIN): Pressure during periods of shrinking trading volumes, but the compliance “moat” remains
• Circle (CRCL): USDC circulating supply is key—institutional target price $250 (bullish) vs $65 (bearish); there’s a huge divide
Remember: the best traders don’t need to nail the exact bottom—they need a repeatable process to spot changes in probabilities.
#night $NIGHT
The recent creator atmosphere at Binance Square has indeed 'rolled' to a new height.
Every day the leaderboard sees you up and down, but the overall atmosphere is positive—encouraging each other, learning from each other, rather than just pure internal competition.
I set a very simple strategy for myself:
Invest 10U in $NIGHT daily, on one hand to earn trading points (just 5 points), and on the other hand to participate in the project rhythm.
At the same time, I am also doing something more important:
To see how the top teachers on the leaderboard write content.
After observation, a few points are very obvious:
The content structure is clear and logical, rather than emotional output.
The accompanying images are intuitive and information-dense.
The topics chosen are unique, able to capture attention.
Some even spend 2 days reading the white paper thoroughly before producing content.
To be honest, I also read the white paper, but only for 1 hour, and the difference is indeed significant in comparison, which has to be acknowledged.
However, the market also gave a little 'feedback':
Yesterday $NIGHT increased by 15%,
I have been investing 10U daily during this period, with a cost of about 0.044,
Peaked at 0.0488.
Not much, but there is a little bit of small happiness:
About 5U of floating profit. Thanks to the project team for the feeding!
In summary, it boils down to one sentence:
Writing content is a long-term strategy,
Regular investment is rhythm control,
And the market occasionally treats you to a 'pork trotter rice'.
Keep writing, keep buying, keep watching the experts.
The recent creator atmosphere at Binance Square has indeed 'rolled' to a new height.
Every day the leaderboard sees you up and down, but the overall atmosphere is positive—encouraging each other, learning from each other, rather than just pure internal competition.
I set a very simple strategy for myself:
Invest 10U in $NIGHT daily, on one hand to earn trading points (just 5 points), and on the other hand to participate in the project rhythm.
At the same time, I am also doing something more important:
To see how the top teachers on the leaderboard write content.
After observation, a few points are very obvious:
The content structure is clear and logical, rather than emotional output.
The accompanying images are intuitive and information-dense.
The topics chosen are unique, able to capture attention.
Some even spend 2 days reading the white paper thoroughly before producing content.
To be honest, I also read the white paper, but only for 1 hour, and the difference is indeed significant in comparison, which has to be acknowledged.
However, the market also gave a little 'feedback':
Yesterday $NIGHT increased by 15%,
I have been investing 10U daily during this period, with a cost of about 0.044,
Peaked at 0.0488.
Not much, but there is a little bit of small happiness:
About 5U of floating profit. Thanks to the project team for the feeding!
In summary, it boils down to one sentence:
Writing content is a long-term strategy,
Regular investment is rhythm control,
And the market occasionally treats you to a 'pork trotter rice'.
Keep writing, keep buying, keep watching the experts.
#night $NIGHT
Previously, the phase of Midnight essentially belonged to a typical model: launching on mainstream exchanges for spot trading, providing trading depth and price discovery, attracting speculative funds and short-term attention. The core of this phase is:
"Making assets tradable" but the problem is that this drive is:
Not a necessity, highly substitutable
The enthusiasm decays very quickly (the market has validated this countless times).
At Consensus Hong Kong, Charles Hoskinson directly threw out a series of "bombshell news":
👉 @MidnightNetwork mainnet, launching in late March! The launch of the Midnight mainnet means moving from "assets" to "networks"
(1) Tokens are no longer just trading targets
But become in the network:
Resources
Privacy computing resource pricing units
Core of incentive mechanisms
(2) Once the mainnet is operational, it will start generating real on-chain activities:
Privacy trading
Compliance data disclosure
Institutional-level DeFi interactions
If these activities scale, they essentially represent:
On-chain "measurable economic activities"
(3) From retail-driven → Institutional participation structure
The core difference of Midnight is not in "privacy," but in:
Selective disclosure + compliance interfaces
Previously, the phase of Midnight essentially belonged to a typical model: launching on mainstream exchanges for spot trading, providing trading depth and price discovery, attracting speculative funds and short-term attention. The core of this phase is:
"Making assets tradable" but the problem is that this drive is:
Not a necessity, highly substitutable
The enthusiasm decays very quickly (the market has validated this countless times).
At Consensus Hong Kong, Charles Hoskinson directly threw out a series of "bombshell news":
👉 @MidnightNetwork mainnet, launching in late March! The launch of the Midnight mainnet means moving from "assets" to "networks"
(1) Tokens are no longer just trading targets
But become in the network:
Resources
Privacy computing resource pricing units
Core of incentive mechanisms
(2) Once the mainnet is operational, it will start generating real on-chain activities:
Privacy trading
Compliance data disclosure
Institutional-level DeFi interactions
If these activities scale, they essentially represent:
On-chain "measurable economic activities"
(3) From retail-driven → Institutional participation structure
The core difference of Midnight is not in "privacy," but in:
Selective disclosure + compliance interfaces
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